Fundwave vs Morningstar Office

Fundwave

6.6 #49 in Portfolio Management Software

About Fundwave

Morningstar Office

8.1 #10 in Portfolio Management Software

About Morningstar Office
FundwaveMorningstar Office
Free planNo
Paid from$800/mo
PlatformsAndroid, api, iOS, WebiOS, Web
Paid from800 /mo
Investor portalYes
Capital account trackingYes
NAV workflowsYes
Allocation waterfallsYes
Capital call workflowsYes
Investor limit100 investors
Free planNo
Asset class coveragemulti_asset_alternatives
Performance reportingYes
Allocation analysisYes
Risk analysisYes
Tax-lot trackingYes

Listed together in Best Portfolio Management Software